Skip to content
BOK Financial Securities logo

Corporate Cash Investments

We take a consultative approach in working with you to design investment solutions that meet the needs of your organization.

Customized investment solutions

The Corporate Cash Investments Group provides customized investment solutions for corporations and other institutional investors. Our diversified solutions range from short-term, separately-managed fixed-income portfolios to broadly diversified portfolios with exposures to equity, alternative, and fixed-income asset classes. Our team of dedicated investment professionals takes a consultative approach in working with you to design investment solutions that may help meet your organization's needs.

Meet our team

With more than 10 dedicated investment professionals, our team takes a consultative, service-based approach in working with you to design investment solutions that meet the needs of your organization.

  • Erika Garcia
    Client Service Specialist | DFW Market
    214-576-0824
    egarcia@bokf.com

  • Richard Grant
    Managing Director | DFW Market
    r.grant@bokf.com
    Richard serves as the team’s point for the DFW market and co-manages all aspects of portfolio management, security selection, and client support. Richard began his career in institutional investments at Bear Stearns where he worked for 16 years before joining BOK Financial Securities in 2008. Richard has an MBA from Columbia University and an undergraduate degree from Georgetown University.

  • Brandy Strader
    Municipal Bonds
    Years of Experience: 30
    Education: Houston Baptist University, BSBA

    Levi Lura
    MBS/CMO/CMBS/ABS
    Years of Experience: 14
    Education: University of Nebraska-Kearney, BSBA

    Nathan Turner
    Agency/Government/Underwriting
    Years of Experience: 21
    Education: University of Tennessee, BSBA

    Brent Crandall
    Corporate/CP
    Years of Experience: 15
    Education: Brigham Young University, BSBA; University of Utah, MBA

Personal and Business Accounts

Log in to a different personal or business account